Using Cost Categories

It won't let me enter a Category!

If you don't see any categories in the Category field in a Goldenseal accounting software record, there are two possible reasons:

No category

To check if you have cost categories, choose Category Setup from the Costs menu, and choose Cost Categories from the submenu. If nothing is there, you'll need to add some categories.

HINT-- If you are just starting with Goldenseal, consider using one of the Starter files. They already include a set of small business cost categories, so you won't have to enter them all from scratch.

Category System with no categories

If you are using a Category System, Goldenseal will only show the cost categories that are included in the Category System.

To check the contents of your category systems, follow these steps:

1. Choose Category Setup from the Costs menu, and choose Category Systems from the submenu.
2. Double-click on the first system.
3. Make sure it has categories listed in the upper breakdown table.
4. Click OK.
5. Repeat steps 2 to 4 with each category system in the list.

If you don't want to use category systems, follow these steps:

1. Choose Preferences from the Options menu, and choose Data Entry from the submenu.
2. Turn off the Use Category Systems checkbox.
3. Click OK.

To assign a category system to a Project account, follow these steps:

1. Choose Projects from the Accounts menu.
2. Locate the desired project account.
3. Click in the Category System field, and enter a system.
4. Hit the Enter key to save the record.

HINT-- You can also enter a Category System for equipment, material suppliers, real estate, subcontractors and other cost accounts. They also apply to Job Types, which apply to customer and project accounts.

Click here to return to business data entry topics.

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